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                                        • Flexible Milestone Invoicing

                                          If your Zoho Projects portal is integrated with Zoho Invoice/Books, you can now create an invoice for your milestones. You can enable it under Integration Preference and invoice milestones regardless of the project's billing type. For instance, consider
                                        • Power of Automation:: Daily Time log summary broadcast to Zoho Cliq using Schedule Custom Functions

                                          Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:
                                        • Set Conditional and Dependent Rules for Issues in Zoho Projects

                                          An Issue Layout is a customizable form to add and update information about a specific issue. The fields in the issue layout can be changed dynamically based on user requirement using the issue layout rules. Consider a scenario where an electrical fluctuation
                                        • Zoho Projects Android app update: Enhanced Documents module within the projects.

                                          Hello everyone! In the latest Android version(v3.9.35) of the Zoho Projects app update, we have enhanced the documents module within the projects. Now, you can view all the attachments that you have added across the project in tasks, bugs, comments, etc,
                                        • Tip 46: View resource allocation while adding or editing tasks

                                          Keeping track of employees workload can be daunting but also necessary. Overloading employees with work can cause burnout and reduce productivity.  Managers should be able to identify resources who are less engaged when assigning tasks. This will ensure a balanced workload and also improve employee's efficiency. Zoho Projects lets you identify resources who are available to take up a job when you add or edit a task.  ​ Assign the task to team members and the calendar in the Start Date field will display
                                        • Most Discussed Topics

                                        • Including Contact and Account Information in Zoho Projects.

                                          In Zoho Projects I have created a custom layout which already includes a 'Client Information' section. The 'Client Information' section already includes integrated fields (integrated with CRM) for various account and contact details. Here's what I want
                                        • Anyone else experiencing very slow loading of pages in Zoho Projects?

                                          I reported this yesterday only to be told there are no issues but is anyone else experiencing stupidly slow loading of pages. On our loading screen, it is taking often as long as 60 seconds to load a page and just stays on this screen for ages! Other


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                                                                                                        • Sticky Posts

                                                                                                        • Flexible Milestone Invoicing

                                                                                                          If your Zoho Projects portal is integrated with Zoho Invoice/Books, you can now create an invoice for your milestones. You can enable it under Integration Preference and invoice milestones regardless of the project's billing type. For instance, consider
                                                                                                        • Set Conditional and Dependent Rules for Issues in Zoho Projects

                                                                                                          An Issue Layout is a customizable form to add and update information about a specific issue. The fields in the issue layout can be changed dynamically based on user requirement using the issue layout rules. Consider a scenario where an electrical fluctuation
                                                                                                        • Customize User Invites with Invitation Templates

                                                                                                          Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align with
                                                                                                        • Sandbox - Your Secure Testing Space in Zoho Projects

                                                                                                          Managing projects often involves fine-tuning processes, setting up new automations, or making configuration changes. Making changes directly in a live environment can disrupt production as it does not leave room for trial and error. Sandbox in Zoho Projects
                                                                                                        • One Place for All Your Automation Needs

                                                                                                          All automation settings are grouped under Settings ()> Automation. This helps you find everything related to automation from one place. Under Workflow Rules, Email Alerts, Email Templates, and Webhooks: Use the Projects tab for project-specific settings.